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Reposted 4 Days AgoSaved
In-Office
Portland, OR, USA
170K-210K Annually
Senior level
170K-210K Annually
Senior level
Financial Services
The Partner, Senior Wealth Advisor leads a team of advisors, focuses on business development, client acquisition, and integration of wealth management practices while ensuring high client retention and service quality.
Top Skills: Financial Planning SoftwareExcelMs OutlookMs PowerpointMs WordSalesforce
Reposted 5 Days AgoSaved
In-Office
5 Locations
85K-145K Annually
Senior level
85K-145K Annually
Senior level
Financial Services
The Wealth Advisor builds client relationships, develops financial strategies, ensures adherence to compliance, and acts as a fiduciary to achieve client goals.
Top Skills: Financial Planning Software
Reposted 5 Days AgoSaved
Remote
USA
98K-115K Annually
Senior level
98K-115K Annually
Senior level
Financial Services
The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.
Top Skills: Salesforce
Reposted 5 Days AgoSaved
In-Office
3 Locations
85K-145K Annually
Senior level
85K-145K Annually
Senior level
Financial Services
The Wealth Advisor builds relationships with clients, develops financial strategies tailored to their needs, and collaborates with an in-house team to meet goals while ensuring compliance as fiduciary.
Top Skills: Financial Planning Software
7 Days AgoSaved
In-Office
Atlanta, GA, USA
68K-80K Annually
Junior
68K-80K Annually
Junior
Financial Services
The Financial Planner prepares comprehensive financial plans for clients, managing documentation, data, and collaborating with sales teams to ensure accurate implementation of strategies.
Top Skills: EmoneyExcelMorningstarPortfolio Analysis ToolsSalesforceSs Analyzer
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9 Days AgoSaved
Remote
USA
102K-120K Annually
Senior level
102K-120K Annually
Senior level
Financial Services
The M&A Integrations Engineer leads the integration of infrastructure and applications post-acquisition, often traveling to assess firms' systems and migrating them to a cloud environment. Responsibilities include technical support and documentation, requiring strong communication across all levels of the organization.
Top Skills: AzureAzure Active DirectoryDnsLanMerakiMicrosoft 365Microsoft IntunePowershellWanWindows 10Windows Server
9 Days AgoSaved
In-Office
Allentown, PA, USA
68K-80K Annually
Junior
68K-80K Annually
Junior
Financial Services
The Financial Planner prepares comprehensive client financial plans, collaborates with advisors, and utilizes financial planning tools to manage client documentation and enhance planning efficiency.
Top Skills: Crm SystemsEmoneyExcelMorningstarPortfolio Analysis ToolsSalesforceSs Analyzer
9 Days AgoSaved
Remote
USA
110K-125K Annually
Senior level
110K-125K Annually
Senior level
Financial Services
The Senior Talent Acquisition Partner drives full life-cycle recruitment, collaborates with hiring managers, sources candidates, and enhances talent acquisition strategies across various departments at Mercer Advisors.
Top Skills: Greenhouse
9 Days AgoSaved
Remote
USA
85K-95K Annually
Junior
85K-95K Annually
Junior
Financial Services
As a Talent Acquisition Partner, you'll manage full life cycle recruiting, collaborating with hiring managers to develop strategies for sourcing, screening, and attracting talent for various departments within Mercer Advisors.
Top Skills: Greenhouse
Reposted 9 Days AgoSaved
Remote
USA
98K-130K Annually
Senior level
98K-130K Annually
Senior level
Financial Services
The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.
Top Skills: Financial Planning Software
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